Collective Family Office, LLC
Collective Family Office, LLC (CRD# 301274) is a financial advisory firm headquartered in York, PA. They manage $366,360,496 in 373 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management366MILLION
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Total Number of Accounts373ACCOUNTS
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Average Account Value$982,200
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
MD, PA
Brian Luster (CRD# 5065637) is an Investment Advisor Representative working at Collective Family Office, LLC in York, PA and has over 14 years of experience in the finance industry.
David Sivel (CRD# 2632323) is an Investment Advisor Representative working at Collective Family Office, LLC in York, PA and has over 22 years of experience in the finance industry.
Trevor Hoffman (CRD# 7085552) is an Investment Advisor Representative working at Collective Family Office, LLC in York, PA and has 1 year of experience in the finance industry.
Noah Leftridge (CRD# 7822613) is an Investment Advisor Representative working at Collective Family Office, LLC in York, PA and has 1 year of experience in the finance industry.